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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

68 hedge funds and large institutions have $258M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $230M → $258M (+$28.2M)

1.96% more ownership

Funds ownership: 32.26% → 34.22% (+2%)

1% more funds holding

Funds holding: 67 → 68 (+1)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
6
Increased
20
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$9.69M
2
KIM
Karpus Investment Management
New York
+$4.12M
3
EML
Eos Management LP
New York
+$2.77M
4
MIG
Mariner Investment Group
New York
+$2.63M
5
KFS
KMS Financial Services
Washington
+$545K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.94M
2
DA
Doliver Advisors
Texas
-$1.14M
3
CA
Cornerstone Advisors
North Carolina
-$728K
4
Wells Fargo
Wells Fargo
California
-$545K
5
PIA
Peachtree Investment Advisors
Georgia
-$432K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$880K -$46.3K -3,855 -5%
GC
27
Guggenheim Capital
Illinois
$834K – – –
MFS
28
MSI Financial Services
Massachusetts
$710K -$251K -20,899 -27%
IAS
29
IMA Advisory Services
Colorado
$703K – – –
HighTower Advisors
30
HighTower Advisors
Illinois
$680K +$78.4K +6,525 +13%
LCM
31
Landscape Capital Management
New Jersey
$588K -$224K -18,691 -28%
GWI
32
Grace & White Inc
New York
$526K – – –
SHA
33
Smith Hayes Advisers
Nebraska
$451K +$30K +2,500 +7%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$432K -$84.1K -7,000 -17%
V
35
Veritable
Delaware
$391K – – –
WKWM
36
Walter & Keenan Wealth Management
Indiana
$345K – – –
CCB
37
Cutter & Co Brokerage
Missouri
$301K -$4.04K -336 -1%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$280K -$56.4K -4,698 -17%
TWM
39
Torch Wealth Management
Ohio
$278K -$9.57K -797 -3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$275K +$781 +65 +0.3%
PR
41
Payden & Rygel
California
$241K – – –
WS
42
Wedbush Securities
California
$225K +$1.17K +97 +0.5%
FFA
43
First Foundation Advisors
California
$219K +$214K +17,817 New
KAM
44
Knightsbridge Asset Management
California
$213K -$7.21K -600 -3%
AP
45
Advisors Preferred
Maryland
$179K -$39K -3,247 -18%
CL
46
CSS LLC
Illinois
$153K +$769 +64 +0.5%
NPC
47
National Planning Corporation
California
$140K – – –
LCS
48
Levin Capital Strategies
New York
$136K – – –
Citigroup
49
Citigroup
New York
$123K -$6.13K -510 -5%
AIG
50
American International Group
New York
$114K – – –
1
2
3

WIW Hedge Fund Activity: Q2 2014 in Review

68 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2014, worth a combined $258M — up 12% from $230M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WIW positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 22 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $9.69M. The largest seller was Morgan Stanley, cutting an estimated $1.94M.

  • 68 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2014, up from 67 in Q1 2014.
  • Funds reported $258M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2014, up 12% quarter-over-quarter.
  • 6 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2014 and 5 closed out, a net change of +1 holder.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2014 was 1607 Capital Partners, an estimated $9.69M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2014 was Morgan Stanley, an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2014.